# Fastly Reports 43% Security Growth

> Fastly's security revenue surged 43% as AI traffic drives edge computing opportunities.
- Title: Fastly Reports 43% Security Growth · Yahoo Finance | Shortify
- Summary: Fastly's security revenue surged 43% as AI traffic drives edge computing opportunities. Fastly's security revenue grew 43% year over year to $183 million…
- Keywords: fastly, ai traffic, security revenue, edge computing, ddos protection, bot management, net retention, revenue growth, content delivery, business, finance, Reports
- Source: Yahoo Finance — https://finance.yahoo.com/technology/ai/articles/fastly-highlights-43-security-growth-140206222.html
- Published: 2026-09-17T14:02:06+00:00
- Read time: 1 min
- Topics: fastly, ai traffic, security revenue, edge computing, ddos protection, bot management, net retention, revenue growth, content delivery, business, finance
## Fastly Revenue Growth
Fastly's revenue rose 23% year over year to $183 million, led by 43% growth in security revenue and 17% growth in delivery services.
## AI Traffic Opportunity
AI-driven machine traffic is creating near-term opportunities for Fastly's bot management and DDoS protection products.
## Security Momentum Drivers
Fastly attributed security momentum to expanded product portfolio and improved sales execution, with bot management and DDoS each delivering triple-digit growth.
## Net Retention High
Fastly reported net retention of 117%, a four-year high, reflecting delivery-service upsells and security cross-selling.
## AI Traffic Growth Rate
Machine traffic grows at 6.5 times human traffic pace, representing nearly half of total requests on Fastly's network.
## Edge Computing Strategy
Fastly focuses on software-defined edge network using existing hardware to support multi-cloud, model-neutral edge computing solutions.
## Gross Margin Efficiency
Fastly achieved 96% gross-margin flow-through over the last 12 months, meaning 96 cents of every incremental revenue dollar became gross profit.
## Potential Demand Events
Fastly identified potential episodic demand drivers including Grand Theft Auto VI releases and U.S. midterm elections.
## Investor Day Plans
Fastly plans to hold an investor day at Nasdaq MarketSite in New York to discuss long-term operating model and multi-product adoption.
## Key takeaway

Fastly's security revenue grew 43% year over year to $183 million, driven by AI traffic and edge computing demand.